Filter Documents in the Documents Following Tab
You can filter the documents that are displayed in the Documents following tab by date or by type.
- Click the filter button at the top of the Documents following tab.
- Use the Show documents for drop-down menu to specify the date range for documents displayed in the list.
You can select a number of predefined date ranges, including Last 30 Days and Last 12 Months, or you can select Custom to select specific dates for the filter.
- Select the Document types to display in the list.
- Select Maximizer Documents to display documents created using the Maximizer Word Processor in Maximizer Windows Access.
- Select Emails to display saved email documents.
- Select Other to display all other document types.
- Select the Document categories to display in the list.
- Click OK to apply the filter.
